Maximise your workflow with our intuitive work management tools. Tailored to diverse work styles, they streamline task allocation, supervision, and phase progression. Experience efficiency, precision, and flexibility, no matter the project.
Whether it’s artisan human-led work, or repeatable process-led, with ShareDo you can optimise any work management style that your business or each department requires.
The matter management style is reserved for work where maximum flexibility is desirable, and any automation is undertaken by exception.
‘Mini processes’ can be built that are used within the matter workflow as required by the user. This helps to speed up any lower value work, freeing up time for users to focus on the bespoke work that is knowledge-centric.
The Assistive Workflow approach aims to guide users through tasks while allowing flexibility in the order they’re done.
It uses action plans to outline steps and phase guards to ensure essential tasks are done before progressing. This style lets your team work freely while meeting compliance goals.
The Prescriptive work style is for guiding staff through complex tasks step by step. It reveals actions progressively, focusing only on what’s needed at each point, hiding complexity.
This approach allows for agility, presenting alternatives when needed, and focuses on immediate actions rather than overwhelming users with all details at once.
Our aim with the straight-through processing work management style is for our employees to only “touch” a case by exception.
This work management style makes heavy use of workflow automation and self-service portals to deliver work in the most cost-effective way possible.
Checklists are important in any job to keep things organised. They’re like a pilot’s pre-flight list—helpful reminders even for subject matter experts.
ShareDo makes digital checklists smarter.
They can have different types of tasks, guide users around the system with contextual links, and show the right information to the right people depending on who they are.
Each work-type can be broken down into its own set of stages (what we call phases), and each phase can have mandatory tasks or data that must be completed before work is allowed to proceed to the next stage.
From a simple status setting, to transparent views on their workload – ShareDo helps ensure tasks are delegated to users that have the capacity to manage them.
Importantly, this information is readily available in a simplified graph view at the point of delegation, so that it is actually used by busy users rather than being buried several clicks away.
Ensure case participants are tasked correctly by modelling out an unlimited number of competencies.
For example – locking Offer related tasks on a case behind a Case Handler needing an Offer Authority competency provides a layer of process integrity, and allows greater process automation without sacrificing accuracy.
Competencies works for external parties too – perhaps you require a Medical Expert with a competency in Assistive Technology? Modelling this competency requirement allows the processes to be created with this gating in mind, for increased accuracy and optimisation.
Tasks assigned to a user during absence can be automatically reassigned to another user or team. This allows for rapid hand-offs during user absence, and also clarity of the delegated work on their return.
Many work processes need flexible supervision and approval steps, which can vary by client, type of work, user competency, or authority limits. Traditionally, these steps are added individually, leading to complex and hard-to-follow workflows.
ShareDo offers a better way.
Using ShareDo’s modeler, you create approval models that define when approval is needed, based on factors like user competency or authority. These models also specify who needs to approve and are managed by allocation rules.
Once set up, these approval models can be applied to relevant processes, whether it’s a significant activity like a settlement payment, or a specific task like creating a document template.
Especially useful for Teams that support multiple departments – work can be added to a defined work queue.
The order of the work that is allocated can be configured in many different ways – including tools to protect against ‘cherry picking’ work items.
ShareDo has an advanced notification system that can deliver case updates to users in app, via email, via SMS or MS Teams. You can enable users to customise their own notifications preferences so they received different notifications through the channels that work best for them.
System admins can configure notifications to be sent instantly, or in daily / weekly digests depending on the work type or notification category.
This same system can be used to automatically communicate with external users too – for example sending a weekly case update to the client.
In multi-dimensional complex businesses with high customer expectations, organisations need to be able to spot when processes or activities aren’t completed.
Help ensure that work gets completed on time with task reminders that can be set either by users themselves or created by system workflows, and build in processes that enable escalation when critical events or tasks are going to be missed.
